1 · Seller context
What matters most to them
Review and personalize before the meeting. Use your brokerage’s approved agreements, disclosures, and market materials for any formal advice or representation.
Capture the seller’s stated goals and property context, then prepare a simple meeting agenda with the right questions and documented next steps. The agenda is editable and does not replace brokerage forms or disclosures.
Edit this agenda to fit the seller and your local process.